Hudson Heritage FCU
Indirect Lending Processor - Middletown, NY
Hudson Heritage FCU, Model City, New York, United States
Overview
Heritage Financial Credit Union is seeking an Indirect Lending Processor to join the Indirect Lending team. The role requires a detail‑oriented, service‑minded professional who can build strong relationships with dealerships and internal teams in a fast‑paced lending environment where every detail matters.
Key focus: process data into loan systems, maintain documentation for accuracy and compliance, and support the lending function in indirect loans and leases.
POSITION PURPOSE Responsible for data processing into loan system and maintaining documentation for accuracy and compliance. Perform a variety of administrative support related to documentation, processing, closing on indirect loans and indirect leases, and the lending function. Daily work involves cultivating and maintaining positive relationships with employees, dealers, and members, in accordance with service standards and credit union policies/procedures.
What’s in it for you? Salary:
$19.54 - $24.43 per hour (depending on experience)
Benefits:
Incentives and Merit Increases
Paid Time Off & Paid Federal Holidays
Medical, Dental, Vision & Life Insurance
Employee Assistance Program
Flexible Spending Accounts/HSA
401(k) with Employer Match
Educational Assistance
Paid Time to Volunteer
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Develop and maintain positive relationships with both internal and external members, specifically dealers, members, and co‑workers
Provide timely and accurate administrative support, including updating loan data in the system, assembling documentation for member loans, reviewing applications, and verifying information for indirect loans and leases
Timely contact and follow up with dealerships regarding missing documentation required to disburse loans
Book loans and leases to the core system
Verify accuracy on indirect loan and lease packages received for funding in a timely manner and according to department service standards, ensuring all stipulations of approval are met prior to disbursement
Communicate with management and lending team to ensure consistency and compliance in all areas of loan process, closing, funding and service standards
Provide excellent member and dealer service, solve issues as they arise, and escalate issues as necessary
Consistently review and recommend changes to improve workflow, efficiency, and quality
Scan and upload all finalized loan documentation to the appropriate system
Assist in reviewing and updating lending policies and procedures
Cross‑sell credit union products and services, as appropriate
Assist members with the setup of automatic, recurring electronic payments, as needed
Assist in training new employees
Performs additional duties as assigned
EDUCATION/CERTIFICATION
2 year college degree preferred plus 2 years of loan processing experience; or a comparable combination of education and experience
REQUIRED KNOWLEDGE
Knowledge of accounting principles, lending industry guidelines and strong communication skills.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work.
EXPERIENCE REQUIRED
Experience using PC‑based software including Microsoft Word and Excel
SKILLS/ABILITIES
Ability to project a professional appearance and positive attitude at all times.
#J-18808-Ljbffr
Key focus: process data into loan systems, maintain documentation for accuracy and compliance, and support the lending function in indirect loans and leases.
POSITION PURPOSE Responsible for data processing into loan system and maintaining documentation for accuracy and compliance. Perform a variety of administrative support related to documentation, processing, closing on indirect loans and indirect leases, and the lending function. Daily work involves cultivating and maintaining positive relationships with employees, dealers, and members, in accordance with service standards and credit union policies/procedures.
What’s in it for you? Salary:
$19.54 - $24.43 per hour (depending on experience)
Benefits:
Incentives and Merit Increases
Paid Time Off & Paid Federal Holidays
Medical, Dental, Vision & Life Insurance
Employee Assistance Program
Flexible Spending Accounts/HSA
401(k) with Employer Match
Educational Assistance
Paid Time to Volunteer
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Develop and maintain positive relationships with both internal and external members, specifically dealers, members, and co‑workers
Provide timely and accurate administrative support, including updating loan data in the system, assembling documentation for member loans, reviewing applications, and verifying information for indirect loans and leases
Timely contact and follow up with dealerships regarding missing documentation required to disburse loans
Book loans and leases to the core system
Verify accuracy on indirect loan and lease packages received for funding in a timely manner and according to department service standards, ensuring all stipulations of approval are met prior to disbursement
Communicate with management and lending team to ensure consistency and compliance in all areas of loan process, closing, funding and service standards
Provide excellent member and dealer service, solve issues as they arise, and escalate issues as necessary
Consistently review and recommend changes to improve workflow, efficiency, and quality
Scan and upload all finalized loan documentation to the appropriate system
Assist in reviewing and updating lending policies and procedures
Cross‑sell credit union products and services, as appropriate
Assist members with the setup of automatic, recurring electronic payments, as needed
Assist in training new employees
Performs additional duties as assigned
EDUCATION/CERTIFICATION
2 year college degree preferred plus 2 years of loan processing experience; or a comparable combination of education and experience
REQUIRED KNOWLEDGE
Knowledge of accounting principles, lending industry guidelines and strong communication skills.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work.
EXPERIENCE REQUIRED
Experience using PC‑based software including Microsoft Word and Excel
SKILLS/ABILITIES
Ability to project a professional appearance and positive attitude at all times.
#J-18808-Ljbffr